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Comfort Systems

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
426
Kingsview Wealth Management
Oregon
$727K +$106K +244 +22%
HCM
427
HMS Capital Management
Tennessee
$726K -$262K -602 -31%
P
428
Pitcairn
Pennsylvania
$722K -$20.5K -47 -3%
FFS
429
Fortress Financial Solutions
Arizona
$719K -$9.15K -21 -2%
FDP
430
Financiere des Professionnels
Quebec, Canada
$700K +$569K +1,306 New
HAG
431
HighPoint Advisor Group
Illinois
$698K +$26.1K +60 +5%
William Blair & Company
432
William Blair & Company
Illinois
$697K +$566K +1,300 New
BCM
433
BTC Capital Management
Iowa
$679K -$183K -419 -25%
SCM
434
Shelton Capital Management
Colorado
$675K -$6.97K -16 -1%
PWS
435
Precision Wealth Strategies
Missouri
$670K +$57.9K +133 +12%
BAM
436
Belpointe Asset Management
Nevada
$667K +$542K +1,243 New
DC
437
Diametric Capital
Massachusetts
$667K +$542K +1,243 New
FFA
438
Farther Finance Advisors
California
$654K +$51K +117 +11%
FTWA
439
Fifth Third Wealth Advisors
Ohio
$653K +$1.31K +3 +0.2%
CB
440
Commerce Bank
Missouri
$643K
National Bank of Canada
441
National Bank of Canada
Quebec, Canada
$637K +$168K +386 +48%
KWM
442
Keebeck Wealth Management
Illinois
$621K +$505K +1,159 New
PCP
443
Proficio Capital Partners
Massachusetts
$604K -$30.9K -71 -6%
PCP
444
Perbak Capital Partners
United Kingdom
$603K +$168K +386 +52%
CIBC Asset Management
445
CIBC Asset Management
Ontario, Canada
$599K
VCA
446
Verdence Capital Advisors
Maryland
$597K +$22.7K +52 +5%
UB
447
UMB Bank
Missouri
$586K -$1.74K -4 -0.4%
AWM
448
Ariadne Wealth Management
California
$581K +$21.3K +49 +6%
ECM
449
Everence Capital Management
Indiana
$579K
SCP
450
Sivia Capital Partners
California
$579K +$136K +313 +41%